- To make edits to any dashboard--Task, Project Detail, or Project--first click the Edit icon in the upper right corner.
- The dashboard shifts into Edit Dashboard mode, which allows for panels to be added, moved, modified, or deleted; layouts to be added, reordered, deleted, or saved as templates.
- To resize dashboard panels:
a. Once in edit mode, find the resize handle on the right side of the panel to be edited. b. Drag the resize handle to the desired width. The edited panel and surrounding panels will resize. - To move dashboard panels:
a. Once in edit mode, click and hold on the move icon for the panel that will be relocated. b. Drag and drop the panel in its desired location. c. The panel will shift to its new location, and surrounding panels will resize to accommodate it. - To edit or delete dashboard panels:
a. Once in edit mode, click on the Edit icon on the panel. b. The Dashboard Panel Editor opens. Make any needed changes to Panel Title, Description, Panel Content Type and the formatting of Panel Content (Columns, Footers, Chart Type, etc.). c. Click Apply to save changes or use the Delete icon to delete this panel.
- To change layout display order or the layout title:
a. Once in edit mode, click on the Details icon. b. The Layout Details screen opens. Choose the number from the Order dropdown menu that corresponds to the correct place for the layout. c. Click Apply to save changes or use the Delete icon to delete this layout.
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